HOUSE-PRICE RECOVERY FALTERS IN JULY, BUT IT’S A BLIP...
- ...PRICE INFLATION WILL ACCELERATE TO 4.5% IN DECEMBER
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing output grows solidly giving firms the confidence to hire again.
Rob Wood (Chief UK Economist)UK
- In one line: Lower mortgage interest rates boost the housing market.
Rob Wood (Chief UK Economist)UK
- In one line: Doves let loose, another rate cut is coming by year-end.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing growth and employment to accelerate as business optimism soars.
Rob Wood (Chief UK Economist)UK
- In one line: Fading consumer caution and renewed corporate risk appetite bode well for growth.
Rob Wood (Chief UK Economist)UK
- In one line: Fading consumer caution and renewed corporate risk appetite bode well for growth.
Rob Wood (Chief UK Economist)UK
HOUSE PRICES DEFY HIGH INTEREST RATES...
- ...WE EXPECT 4% HOUSE-PRICE INFLATION IN 2024
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Consumers are back in business.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing continues to recover solidly.
Rob Wood (Chief UK Economist)UK
STEADY GROWTH DESPITE STICKY RATES...
- ...HOUSING MARKET ACTIVITY TO ACCELERATE IN H2
Rob Wood (Chief UK Economist)UK
- In one line: The MPC take another step to a cut.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing growth leaps and feeds through to modest price inflation.
Rob Wood (Chief UK Economist)UK
LATER RATE CUTS SLOW THE HOUSING MARKET RECOVERY...
- ...WE EXPECT HOUSE PRICES TO RISE ONLY 3% IN 2024
Rob Wood (Chief UK Economist)UK
- In one line: April was a bad month for consumers, but don’t write them off.
Rob Wood (Chief UK Economist)UK
- In one line: On track for a June rate cut.
Rob Wood (Chief UK Economist)UK
- In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing almost stabilised but input cost inflation jumped.
Rob Wood (Chief UK Economist)UK
- In one line: Output prices likely rising more slowly than the CBI’s survey implies.
Rob Wood (Chief UK Economist)UK
A SMALL WOBBLE AS MORTGAGE-RATE DROP PAUSES...
- ...BUT PRICES WILL STILL RISE 4% IN 2024
Rob Wood (Chief UK Economist)UK
